ESG Integration Forum – Summer

Thursday, July 13, 2023

Clifford Chance offices, New York

About the forum

Telling your ESG story

Following on from the success of our previous ESG Integration Forums, IR Magazine and Corporate Secretary are back again this summer to discuss the outcomes of the proxy season and help companies respond to the growing demand for improved ESG practices. 

We will bring together investor relations, finance, sustainability, governance, risk and compliance experts to discuss the underlying factors that have driven the rise of ESG, learn about investor expectations, deepen shareholder engagement, help companies identify and act on material risks, and better manage shareholder proposals in the ‘new normal’.

The format, far removed from a traditional conference, consisted of fast-paced panel discussions, exclusive investor Q&A, face-to-face networking and topical roundtable discussions. Attendees included investors, analysts, IR, governance and sustainability professionals at publicly listed companies from across North America.


NIRI IRC® CREDENTIAL

Holders of the NIRI IRC® credential can earn up to 4 professional development units (PDUs) per day. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.

Agenda: 2022

We will be announcing our 2023 agenda in due course. In the meantime, click here to view the 2022 PDF agenda.

All times displayed are in Eastern Time (ET)

  • 08:30 AM
    Registration opens

  • 08:50 AM
    Welcome to the ESG Integration Forum – Summer 2022

    Moderator: Steve Wade, head of event content, IR Magazine & Corporate Secretary
    Sarah Jones, partner, global head of corporate, Clifford Chance

  • 09:00 AM
    ESG trend watch: How the SEC proposals, supply chain concerns and inflation are changing ESG priorities

    Start the day by reflecting on the SEC’s recent developments, key trends we saw this proxy season and the impact the current economic and political environment will have on issuers and sustainable investing.

    • Preparing for new regulations: what the SEC’s proposed climate rules mean for public companies
    • Explore the long-term legacy of Covid-19 on ESG: how has the landscape of ESG shifted in the US
    • How inflation, sanctions and changing supply lines will impact investor expectations

    Moderator: Steve Wade, head of event content, IR Magazine & Corporate Secretary
    Cynthia Curtis, SVP and corporate sustainability officer, JLL
    John Miller, director, ESG and sustainability policy, Cowen
    Sandra J. Peters, senior head and SEC investor advisory committee member, CFA Institute

  • 09:45 AM
    Environment update: Addressing increased expectations on climate

    This year’s proxy season saw a record number of environmental proposals filed by investors. This, combined with the SEC’s proposed rule on climate risk disclosures, has brought unprecedented attention to the ‘E’ of ESG.

    • Hear about key developments in shareholder climate proposals coming out of the latest proxy season
    • Discuss how the SEC’s proposals around climate risk disclosure will impact company reporting
    • Learn about how companies are responding to shareholder and regulatory expectations on climate

    Moderator: Ben Maiden, editor-at-large, Corporate Secretary
    Amanda Cimaglia, vice president, ESG and corporate affairs, The AZEK Company
    Chris Fenwick, ESG programme director, OneTrust
    Bruce Kahn, executive director, climate solutions specialist, MSCI

  • 10:30 AM
    Morning networking break

  • 10:45 AM
    Leveraging ESG to build brand loyalty

    Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary
    Ryan Barr, managing partner, global financial services practice leader, FINN Partners 
    Dr. Rob Sobhani, CEO, Sparo Corporation and chairman, The Caspian Group

  • 11:15 AM
    Building and communicating an impactful ESG narrative

    Join this session to learn how to engage more stakeholders with your ESG story, and ensure that shareholders understand the material issues facing your business. 

    • Trends in communicating and reporting ESG information to shareholders
    • The impact of the ISSB: the first steps towards a globally recognised ESG reporting standard?
    • The social responsibility of companies in 2022: how have stakeholder expectations of public companies changed?

    Moderator: Steve Wade, head of event content, IR Magazine & Corporate Secretary
    Renee Campbell, senior vice president, investor relations & treasurer, Valmont Industries
    U-Jin Lee, vice president of business development, AlphaSense
    Tanya Rakpraja, managing director, corporate responsibility and government relations, Annaly Capital Management
    Sudi Setlur, vice president, ESG and non-profit advisory, Corbin Advisors

     

  • 12:15 PM
    Governance update: Privacy, pay and politics

    This session examines the governance issues which are top of mind for stakeholders. Learn how issuers can navigate the governance challenges of today, and disclose around their governance risk management

    • Governance trends this proxy season: responding to evolving shareholder needs
    • Hear about key issues regarding executive pay planning during periods of economic uncertainty and developments for companies linking compensation to ESG performance
    • Learn how companies can navigate responsible political engagement

    Moderator: Ben Maiden, editor-at-large, Corporate Secretary
    Anthony Garcia, director of responsible investing, Nuveen
    Paul Koppel, partner, Clifford Chance
    Gabrielle Wolf, director, Innisfree M&A Incorporated

  • 13:00 PM
    Lunch

  • 14:00 PM
    Social update: How human capital factors are changing sustainable investing

    Monumental shifts in the labor market and working practice have had a huge impact on IR teams. The combination of ‘The Great Resignation’, rising cost of living and an increased focus on diversity is causing investors and companies to re-evaluate the impacts human capital issues are having on businesses.

    • How has the pandemic changed the conversation around human capital management?
    • Advice on setting and implementing effective board diversity targets
    • Going beyond targets: what are the next steps for companies looking to turn social goals into action?

    Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary
    Kristi Davidson, VP, associate general counsel and corporate responsibility, Movado Group
    Tejal Patel, corporate governance director, SOC Investment Group

  • 14:30 PM
    Fire-side chat: Benchmarking your ESG performance

    Moderator: Steve Wade, head of event content, IR Magazine & Corporate Secretary
    Morgan Bodell, associate director, S&P Global Market Intelligence

  • 15:00 PM
    ESG and the board: Preparing for effective oversight of ESG issues

    Set your board up for success by providing support, data and structures to address overarching ESG issues.

    • How to effectively support your board in driving ESG change internally
    • Discuss the governance structures that are needed to provide sufficient ESG risk management
    • Learn about what investors want in terms of board composition

    Moderator: Ben Maiden, editor-at-large, Corporate Secretary
    Richard Gluckselig, VP, associate general counsel, Regeneron Pharmaceuticals
    Steve Nickelsburg, partner, Clifford Chance
    Tensie Whelan, director, NYU Stern Center for Sustainable Business

  • 15:45 PM
    Champagne roundtables: Exchange ideas with your peers in highly interactive roundtable discussions

    How the roundtables work:
    • Choose any of the following topics –the power is in your hands!
    • Join the relevant roundtable and discuss with your peers
    • When the bell rings, move on to your next table and repeat!
    • Enjoy a glass of champagne or non-alcoholic beverage
    • At the end of the session, hear a roundup of lessons learned so you can apply these when you return to the office

    Roundtable topics include:

    • Proxy season 2022: Learning from the latest AGM season
    • Where does ESG sit at your company?
    • What do investors want? Learn about buy-side ESG expectations
    • Reporting trends: How to stay ahead of the curve on ESG disclosures
    • How to manage an ESG crisis?

    Barjouth Aguilar, head of global sustainability program and foundation officer, Flex
    Sara Gubins, senior vice president, head of investor relations & treasury, Nielsen
    Ben Maiden, editor-at-large, Corporate Secretary
    Laurence Taylor, senior conference producer, IR Magazine and Corporate Secretary
    Steve Wade, head of event content, IR Magazine and Corporate Secretary

  • 16:30 PM
    Closing remarks

    Ben Maiden, editor-at-large, Corporate Secretary

  • 16:40 PM
    Drinks reception and awards presentations

  • 18:00 PM
    End of conference

Speakers: 2022

To inquire about speaking at the 2023 forum, please contact Laurence Taylor at [email protected] or call +44 7889 883 457


What our attendees say

"Good panels and panelists, subject matter experts went deeper when required. Good mix of big picture and granularity."

Corbin Advisors

"It was extremely informative and detailed in terms of the growing importance of ESG."

Sparo

"Relevant topics, excellent panellists and thoughtful interview questions."

Nasdaq

"Interesting topics, good speaker content.
"

Omnicell

"I liked the breadth of topics and how the topics have evolved at this forum as ESG has evolved.
"

Q4

"Insightful speakers that sparked robust conversation."

Vanda

"I enjoyed the dedicated and separate sessions on the E, S and G. This is clearly the way forward as it allows for more in- depth updates."

Zuylestein

"A refreshing perspective, focused on bringing forward the "how" as opposed to the "what" and the "why" of ESG Integration practices for both corporations and investors."

PineBridge Investments

Who attends our events

Our attendees are leading IR and GRC practitioners with an established track record and strategic role within their company.

Below is a sample of some of this year’s attendees:

 

Job title Company Job title Company
Assistant general counsel Edgewell Head, IR Amdocs
Associate general counsel Hewlett Packard Enterprise Head, IR Moneylion
Attorney Fredrikson & Byron IR advisor Starbucks Corporation
AVP, IR TD Managing director Joele Frank
CFO Blue Foundry Bank MD, corporate responsibility & government relations Annaly Capital
CFO Jerash Holdings Managing director, national sales Logan Capital Management
Chief strategy officer CorpAxe Managing partner DrivePath Advisors
Corporate governance director SOC Investment Group Partner Fox Rothschild
Corporate sustainability officer, Americas JLL Partner Seyfarth Shaw
Director, employee brand communications & ESG Datasite Partner Thompson Hine
Director, ESG Brookfield Properties Senior head CFA institute SEC
Director, ESG solutions Wells Fargo Senior VP, corporate governance HSBC
Director, IR Annaly Capital Management Senior VP, IR & treasurer Valmont Industries
Director, IR & corporate development Dutch Bros Sustainability senior director PepsiCo
Director, IR activations Cision SVP, IR & ESG LavoieHealthScience
Director, responsible investing Nuveen US corporate access Barclays
Director, social impact Compass Diversified VP & corporate secretary Metropolitan Commercial Bank
ESG & impact advisor PowerPlant Partners VP, associate general counsel Regeneron Pharmaceuticals
ESG programme administrator Omnicell VP, brand & business development Datamaran
ESG reporting & sustainability director Marsh McLennan VP, chief sustainability officer & group general counsel The Travelers Companies
ESG specialist Paramount VP, ESG Maximus
Executive director, climate change specialist MSCI VP, ESG & corporate affairs The Azek Company
General counsel Capital One VP, ESG & non-profit advisory Corbin Advisors
General counsel XPEL VP, ESG & sustainability director Flagstar Bank
Government & regulatory affairs advisor Chesapeake Energy Corporation VP, IR Energy Recovery

 

Request full attendee list

Become a partner

Why partner with us?

The ESG Integration Forum – Summer brings together some of the most influential people in the IR and GRC communities.

The event offers an effective approach to targeting clients when they are exploring how they can improve their IR and GRC practice. Through our unrivalled knowledge of the subject matters and commitment to in-depth agenda research, our events are guaranteed to attract a qualified audience.

The unique buzz we create at our in-person events – a far cry from a traditional conference – makes them multi-faceted and highly interactive with great engagement in particular from heads of IR and governance teams. This allows our partners to have meaningful conversations with corporates who are deciding which parts of their ESG program to invest in, which service providers to engage and consultants to retain. By partnering with us on an event, you can generate leads, showcase your thought leadership and position yourselves as the partner of choice to the IR and GRC communities.

We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience at the ESG Integration Forum – Summer. Get in touch with Lucas Alexandre or call on +1 646 327 5725.

Partners

Venue

Clifford Chance US LLP
31 West 52nd Street
4th Floor
New York, NY 10019 6131

PLEASE READ: The venue has a strict vaccination policy for in-person attendees, which requires all delegates to provide proof of double vaccination. Anyone unable to provide proof will be denied access to the venue.

Accommodation
IR Magazine and Corporate Secretary have arranged preferential rates for forum attendees at nearby hotels. View the hotels and rates by clicking here.

Book your Place

Click on the button below to book your ticket.

The super early bird rate expires on May 5, 2023. After this date, the price will increase to the early bird rate of $195. The standard rate is $295.

If you have any questions, please contact Thomas Williams at [email protected] or +44 208 090 2156.

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